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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,453 | $129,737+5.9% | $119,126+15.4% | $154,746-11.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.50% | 379.08%-363.6pp | 282.11%-266.6pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,012 | $4,375-31.2% | $4,034-25.3% | $4,379-31.2% |
| Participant deferral / active EE | $7,561 | $5,842+29.4% | $5,318+42.2% | $6,730+12.3% |
| Admin fee / account holder | $273 | $11,961-97.7% | $10,693-97.4% | $14,365-98.1% |